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Greg Sumner
  • Real Estate Investor
  • Phoenix AZ; Chicago, IL
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Ways to connect with Self-directed Retirement Fund Investors

Greg Sumner
  • Real Estate Investor
  • Phoenix AZ; Chicago, IL
Posted

Hi All, Trying to figure out best ways to connect with investors looking to invest with their self-directed retirement funds and secure with real estate. I have experience with seller-carrybacks, but those have been individual deals. I'm looking to expand investor pool.

Appreciate any insight!

  • Greg Sumner
  • Most Popular Reply

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    Denise Supplee
    • Realtor
    • Willow Grove, PA
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    Denise Supplee
    • Realtor
    • Willow Grove, PA
    Replied

    Hi Greg, to grow past friends and family you need to go where those investors already gather. I'd start with SDIRA custodians like Equity Trust and Quest Trust, they run investor events and webinars for people looking to deploy retirement funds into real estate and often make introductions. CPA firms that specialize in self-directed accounts are another good referral source since their clients are already asking where to park that money. 

    • Denise Supplee
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    Spark Rental Co-Investing Club
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